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.m. >> i know, i know. >> will the market react? >> there's a better bet right now on the government working this out and the worst scenario not coming to pass. i will tim you, maria, reading a lot of interesting scenarios given the government cash flow, how you can keep the government oh. i think we don't default because we have the cash flow to pay interest on debt, but you can like close down the department of education and justice and make your social security payment and pay your vet rarngs not the military. >> unreal. >> different ways to work, $270 billion coming in and if you get rid of the deficit spending, we can service the debt and keep parts of the government open. >> right. >> but none of it is going to be pretty. >> if it's so easy to close down agencies, why do they exist? i'll leave you with that. thanks to both of you. placing his bet on a new tablet. fittingly they are doing it in business. the head of hewlett-packard's computer business will be with me from the electronics show and why this will be different than past attempts which did not work out for hewlett-pa
% cheap to the u.s. i think not only is china a great place, probably a safer bet than being in parts of the u.s. market and parts of europe. >> although i think it's a trade rather than an investment. >> i would hold the water on that. >> i think that we learned last week the dangers of being out of the u.s. market to some degree. we're with you. we're overweight emerging markets in here. and we see it. but i don't think we should underestimate the opportunities in the u.s. market at least by year end. >> maybe. but when you look at what's going on in washington, i mean, sure. you can call the back and forth nonsense and i agree with you. but the fact is something gets cut. so money stops going into certain areas. we are going to see only cuts as sort of an agreement around this debt ceiling. so does that impact certain sectors and earnings? >> maybe. but we're a wash in liquidity again. we're in that type of market. >> yes. >> i think the economy is going to end up being far stronger than people realize. that will take over and overtake the fiscal austerity. however we get there, i
and some areas of consumer discretionaries. there may not be as much pop off the bet there but looking at global credit markets as well, adding to that yield advantage that may be available there, but you'll have to pick better stocks and better bonds. >> kenny, what are you seeing? >> i'm seeing, maria, that we've hit the top. struggled with 1472. it is a high and feels bullish but in the short term we're going to hit some resistance here. i would suspect the market will back off. a couple of issues in front of us at the end of the month. i suspect if there's any sense at all that they are not going to compromise or negotiate you'll see the market come right back in. that being said i would use that, any weakness opportunity to jump right back in because i do think my sense is that the market wants to go higher this year, want to go higher this year. our economy is stabilizing. economies around the world are stabilizing so i think it's a good year. >> where are you seeing the conviction on the buy side? what sectors? >> i still think, you know, obviously financials in housing are basi
endeavo endeavors. their friends bet on them and then all the money goes to find cures for childhood cancer. a terrific event and hope everybody watching today, including the two of you, will compete in this event. >> bill will do it. >> michelle is great at decathlons. guys on wall street, like to bet? who knew that. >> appreciate is very much. texas instruments is out with her innings. bertha coombs with the numbers. >> we've got texas instruments reporting earnings of 36 cents a share. that's excluding restructuring charges, and that compares to a 34-cent on that apples-to-apples expects. its revenues topped expectations as well at $2.9 billion. much more than the expectation of 2.9 and higher than what the company has done. it's on its outside. consensus earnings for 34 cents a share in the first quarter and also in terms of the revenue, a little bit light as well. 2.69 billion to 2.91 billion. analysts looking for somewhere in the range of 2.76 billion to 3.2 billion or so. you can see shares there. a little bit of disappointment. this will be the fourth straight quarter, michel
think with the changes in india and china in terms of oil consumption i'll put my bet with exxon on this one. >> okay. >> all right. very good. >> i don't own it. it is too big a company for us in intrepid capital but that is where i would bet. >> not exactly the small world. >> thank you, gentlemen. have a good weekend. appreciate your insight. thanks for joining us. >> thanks for having me. >> glad you found your way back. >> so the dow is ontrack for the best january since 1994. it has lost ground in only four sessions this month so far. >> indeed. we've got the weeks winners and losers. >> positive economic data and earnings fuel the nasdaq and the dow -- excuse me the dow and s&p 500 to new highs. let's talk about the individual movers. first proctor and gamble the big winner the profit beat street consensus thanks to higher cost and new products it added to its portfolio. in health care as a sector it was a better performing sector for the week. j & j topping the list. growing optimism around a potential sale or spinoff of the multi billion dollar diagnostics business has b
. we will leave it there. >> i'd rather bet on toothpaste. thank you, maria. >> what were you just saying? >> i said i'd rather bet on toothpaste than banking. >> all right. >> see you in 2019. >> we will certainly follow up. thanks, gentlemen. see you soon. we appreciate your time tonight. >>> watch out below. the wall street could derail on trouble spots beyond our borders. michelle cabrera coming back in the second half of the show. >>> and up next, a more immediate problem. >> we think these sequesters will happen because the democrats have opposed our efforts to replace those cuts are others and offered no alternatives. >> house budget committee chairman paul ryan warning big spending cuts will kick in with defense being hardest hit. stick around. but we can still help you see your big picture. with the fidelity guided portfolio summary, you choose which accounts to track and use fidelity's analytics to spot trends, gain insights, and figure out what you want to do next. all in one place. i'm meredith stoddard and i helped create the fidelity guided portfolio summary. it's one
. >> oh, really. >> yeah, exactly. good to have you on the program >> you bet. >> love talking with you always. coming by more often, would you, please. >> would love to. >> breaking news right now on dell. david faber with the story. >> reporter: thanks very much, maria. joining you on the phone from mid-town. want to fill in some gaps we have in terms of understanding what exactly is going on with the potential leveraged buyout of dell, and i think i can do that this afternoon. one key question we've had, of course, since we first heard this news yesterday is how do they do it on the size of the equity check? but my understanding is as follow. the equity checks are from silver lake and potentially at least one other investor, would only be around $2 billion. why is that? well, that is because dell is going to bring back cash from overseas, essentially repatriate a bit of it for a decent amount, cash is my understanding. it is seen as something that is possible to be done despite having to pay those taxes. that, of course, will lower the overall price and lower the debt, but more impor
environment. you're putting your bet on growing net interest income. >> correct. >> let me ask you about that. even in this low environment how do you do it? what's the plan? >> you do more deposits, more loans. in fact, last year our net interest income, the difference between what we get on the loans versus what we pay on deposits, an endless margin, dropped 18 basis point but we actually grew net interest income so you do more, and we've dealt with this low rate environment before. do i think rates are too low? yes. a lot of monetary stimulus, but we're able to operate in that environment, and it's been a real bargain for borrowers. on the other hand, savers have paid a real price. >> how do you offset that knowing that it's become tougher to make money in banking? >> well, this year we grew revenues by 6% quarter over quarter from a year ago and 6% you took the whole year. almost all of it on the non-interest income side. half of our revenues come from fee for services, mortgage brokerages, other things so we don't only live on the margin, if you will, so think of a company that can produ
last week we saw bullish activity. here we seeing traders take profits or make short bets. looking all the way to the downside now and getting bearish on the stock. listen, people are throwing up their hands, the stock is broken out from a bottoming process and could have room to go higher. one thing to be prudent about, maybe trim the position and take profits. we saw microsoft after their release, we saw the stock down since the surface release and iphone 5 is done. whether coincidence or not. i would be careful about owning the stock all the way to the upside the next couple of weeks. >> this is a real trade? >> definitely a trader's market, around 5 to 6% a day. you have to trade in and out and now you sell and maybe look for a better entry level. >> for more options, be sure to stay tuned for "options action" right after "closing bell." [ indistinct shouting ] ♪ [ indistinct shouting ] [ male announcer ] time and sales data. split-second stats. [ indistinct shouting ] ♪ it's so close to the options floor... [ indistinct shouting, bell dinging ] ...you'll bust your brain box.
another $14 from the down side into friday. >> what you're looking at is the bets being placed in the options market right now, and they seem to be suggesting come friday when we get an expiration that this stock will be appreciably lower from here. that's why you're thinking about putting a shot on right now, yes? >> yes, correct. >> okay. so this is a short-term trade, but this stock has already gone from 700 something down to 500 and something. do you think the trend is going to go lower from here? >> absolutely. you know, since that blowoff top at 705 seen sellers come in on every rally that the seller has found. since the beginning of the year, broader markets have touched new multi-year highs on a daily basis and apple massively underperforming and still have downside here. the pressure is to the down side. >> what do you think about that? >> gene's the bull in the group. >> right. >> look at last year. the stock really moved, not on the numbers, moved throughout the year based on anticipation of products. not an evaluation question. certain amount of cash. i think everyb
be betting on amazon. >> aaron, what's your take in. >> we like the fundamentals, long-term outlook, 80 times earnings. be on sidelines right now. >> sidelines right here at 266. gentlemen, thanks very much. great conversation, appreciate your time. as we naff date the amazon numbers. joining me right now on set is greg mcbride and greg yip from "the economist" and ryan dietri dietrich. gentlemen, good to see you. thanks for joining us and thanks for joining us tonight. greg, what gives with this market? what's with this market? >> run a long way in a short period of time really without stopping for a breath. saw it with amazon, and i think you'll continue to see it this year. top line revenue growth is an issue. eventually market revenue will run into it. >> by the way, we're running into it right now. amazon reported revenue below estimates. does revenue stock the story of the rally going toward in is amazon a problem tomorrow? >> whether or not that's a catalyst for this market to take a breather or have a correction remains to be seen. a lot of headwinds to face whether it's top line reve
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